Repair Reasons (Primary Information) |
Note: If you do not operate repair or maintenance facilities, repair reason codes are not necessary.
The Repair Reasons screen enables you to display and define codes (IDs) for the reason that an equipment unit needs repair. You can specify repair reasons for work orders or tasks on any of the work order screens. Repair reason codes help you determine:
Why shop work became necessary.
Financial responsibility for repair work. The shop location may need to bill departments for customer-caused repairs such as operator abuse.
Responsibility for equipment downtime. Downtime accumulates separately for customer-caused repairs.
Capitalization of repair costs. Capitalized repair costs accumulate separately and, for the purposes of depreciation, the costs of all capitalized repairs are added to the capitalized value of the appropriate equipment unit.
The following repair reason codes are predefined:
A –
Accident
B – Breakdown
C – Wear and tear
D – Damage in operation
E – Noted in PM
F – Make ready
G – Seasonal prep
H – Vandalism
I – Inspection
J – Other
K – Statutory
L – Disposal
M – Capital
The field in the top section of this tab defines the data that displays.
Repair reason ID
Identifier of the repair reason currently selected in the grid or that you are defining. Maximum field length is four characters. This field has a choice list. The repair description displays to the right of the ID.
Tip: To renumber repair reason codes, use the Data -> Shop Activity -> Setup -> Repair Reasons -> Repair Reason Renumbering screen.
Data in the fields in the bottom section of this tab define the repair reason ID. Unless otherwise indicated, these fields are required.
Description
Text description of the repair reason. Maximum field length is 30 characters.
User-caused
If this field has a check, the repair was required because of customer action.
Breakdown
If this field has a check, the repair reason indicates a breakdown. A similar flag is updated on either the work order or a task on the work order. This information is useful for replacement modeling.
Require entry of account ID on work orders and tasks
If this field has a check, an account ID is required on labor, part, and commercial postings and tasks. The account ID does not default from the equipment. It must be entered manually. If you manually enter a task on the Tasks tab and the task does not yet exist on the work order, the account ID defaults from the work order. If this field is blank, the account ID defaults from either the work order (for tasks) or follows the normal default hierarchy.
Note: This option takes precedence over other account ID validation options.
Only one task allowed on finish of a work order
If this option is checked, only one task is allowed on a work order for a repair reason when a work order is finished. If this is checked and a work order is attempted to be closed with multiple tasks, a validation occurs and you cannot finish the work order.
Capital repair
Check this box to indicate that this repair reason is a capital repair.
Capital rehabilitation
Check this box to indicate that this repair reason is for a capital rehabilitation.
Active
If this field has a check, the repair reason is active and will be included in choice lists. If this field is blank, the repair reason is considered inactive and cannot be used on work orders.
Note: The checkbox may not be cleared if the repair reason is in use.
Default notification template
Identifier of the default notification template. This field has a list box. This field is optional.
Notification templates are defined on the Data -> Shop Activity -> Setup -> Notification Template screen.